BRONSON POINT MANAGEMENT LLC Information

1960 BRONSON ROAD, FAIRFIELD, Connecticut, 06824, (203) 292-2800

Report Date: 03/31/2015

Position Statistics

Total Positions 71
New Positions 19
Increased Positions 34
Decreased Positions 37
Positions with Activity 71
Sold Out Positions 21
Total Mkt Value (in $ millions) 978

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 10.1%
Capital Goods 5.89%
Conglomerates
Consumer Cyclical 7.53%
Consumer/Non-Cyclical 12.98%
Energy 0%
Financial 10.9%
Healthcare
Services 37.84%
Technology 2.96%
Transportation
Utilities 0%

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TYSON FOODS INC CL A 53,159 22,076 71.02 1,237,700
B/E AEROSPACE INC COM 50,800 16,762 49.25 839,800
CIT GROUP INC COM NEW 46,169 20,027 76.61 1,002,800
YAHOO INC COM 41,954 21,934 109.56 964,800
BURLINGTON STORES INC COM 35,671 10,610 42.34 654,750
ALLY FINL INC COM 33,755 2,498 7.99 1,491,600
MEADWESTVACO CORP COM 32,346 662 2.09 625,400
ROYAL CARIBBEAN CRUISES LTD COM 31,189 18,232 140.71 409,200
CBS CORP (CLASS B) CL B 28,572 6,516 29.55 463,900
MEAD JOHNSON NUTRITION CO COM 26,166 13,642 108.92 267,000
G-III APPAREL GROUP LTD COM 25,719 15,071 141.55 444,728
COMCAST CORP NEW CL A 25,260 25,260 New 436,500
REALOGY HLDGS CORP COM 22,180 8,624 63.62 477,100
NORDSTROM INC COM 20,049 6,199 44.76 266,500
SIGNET JEWELERS LIMITED SHS 19,130 19,130 New 140,000
ROVI CORP COM 18,093 7,287 67.44 1,070,600
AMAZON COM INC COM 17,490 17,490 New 40,900
ULTA SALON COSMETCS & FRAG INC COM 14,398 14,398 New 95,200
LIONS GATE ENTMNT CORP COM NEW 14,081 14,081 New 418,700
AXIALL CORP COM 10,989 10,989 New 305,500